+171.6%
OVV vs DRI
+1,626.2%
-1,454.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +0.3% | +0.6% | -0.3% | 0.0% |
| 30D | +11.7% | +3.8% | +7.9% | +10.0% |
| 3M | +9.8% | +13.0% | -3.2% | +4.1% |
| 6M | +26.6% | +8.3% | +18.2% | +21.2% |
| YTD | +67.0% | +20.6% | +46.4% | +52.7% |
| 1Y | +55.9% | +6.5% | +49.5% | +48.7% |
| 3Y | +45.5% | +53.7% | -8.2% | +18.7% |
| 5Y | +157.3% | +72.7% | +84.7% | +97.7% |
| 10Y | +65.0% | +363.2% | -298.1% | -4.6% |
| All | +171.6% | +1,626.2% | -1,454.6% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling